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MMA Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MMA Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,189
Closed -$307K – 187
2025
Q4 		$307K Buy
+3,189
New +$309K 0.11% 151
2024
Q4 		– Sell
-2,152
Closed -$211K – 140
2024
Q3 		$211K Buy
2,152
+8
+0.4% +$773 0.06% 122
2024
Q2 		$201K Sell
2,144
-32
-1% -$2.97K 0.09% 118
2024
Q1 		$201K Sell
2,176
-97
-4% -$9.19K 0.09% 120
2023
Q4 		$219K Buy
+2,273
New +$210K 0.12% 113
2022
Q4 		– Sell
-4,220
Closed -$405K – 106
2022
Q3 		$405K Buy
4,220
+2,233
+112% +$227K 0.35% 54
2022
Q2 		$203K Buy
1,987
+2
+0.1% +$205 0.17% 90
2022
Q1 		$203K Sell
1,985
-54
-3% -$5.99K 0.16% 97
2021
Q4 		$234K Buy
2,039
+5
+0.2% +$575 0.17% 89
2021
Q3 		$234K Buy
2,034
+3
+0.1% +$351 0.18% 81
2021
Q2 		$235K Buy
2,031
+3
+0.1% +$343 0.18% 79
2021
Q1 		$229K Buy
2,028
+206
+11% +$24K 0.2% 74
2020
Q4 		$219K Buy
+1,822
New +$219K 0.21% 84

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MMA Asset Management's IEF Position: Q1 2026 in Review

MMA Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 3,189 shares — an estimated $307K sold.

MMA Asset Management first reported a position in IEF in Q4 2020 and held it in 13 quarters. The position peaked at $405K in Q3 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • MMA Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MMA Asset Management sold 3,189 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $307K.
  • MMA Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • MMA Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $405K in Q3 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.